VFG
V2 Financial group Portfolio holdings
AUM
$166M
This Quarter Return
+10.53%
1 Year Return
+16.06%
3 Year Return
+54.65%
5 Year Return
–
10 Year Return
–
AUM
$98.8M
AUM Growth
–
Cap. Flow
+$98.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.95%
Holding
63
New
63
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$50.1M |
| 2 |
Amazon
AMZN
|
$5.36M |
| 3 |
3M
MMM
|
$2.6M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.44M |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$2.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8% |
| 2 | Consumer Discretionary | 6.02% |
| 3 | Communication Services | 5.78% |
| 4 | Industrials | 4.69% |
| 5 | Healthcare | 1.77% |
